Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Kathleen McDonald is a financial advisor with PFS Investments Inc., located in Upland, California. Mary has been in the financial industry since 2021 and is licensed in Arizona, California, and Texas. Mary holds Series 6, 63, and SIE licenses and specializes in investment company products/variable contracts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
CA
01/04/2021 - Present
PFS Investments Inc. (UPLAND CA)
BC
Issued 02/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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